Close Features

Close

The CRM for high-performance sales teams.

4.7/5 (137 reviews)

Competitor Feature Comparison

API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Automated Scheduling
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Monitoring
Call Queues
Call Recording
Call Reporting
Call Tracking
Call Transfer
Campaign Analytics
Campaign Management
Campaign Personalization
Campaign Segmentation
Cataloging/Categorization
Channel Management
Churn Management
Click Tracking
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commission Management
Communication Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Contract/License Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Delivery Tracking
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Monitoring
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
For Financial Institutions
For Mac Devices
For Sales Teams/Organizations
For Startups
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
On-Demand Recording
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Predictive Analytics
Predictive Dialer
Prioritization
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Proposal Management
Prospecting Tools
Queue Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Recording
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Messaging
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Signature Management
Statistical Analysis
Survey/Poll Management
Tagging
Target Account Identification
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
Visual Analytics
Voice Mail
Web-based Deployment
Website Visitor Tracking
Workflow Management
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API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Automated Scheduling
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Monitoring
Call Queues
Call Recording
Call Reporting
Call Tracking
Call Transfer
Campaign Analytics
Campaign Management
Campaign Personalization
Campaign Segmentation
Cataloging/Categorization
Channel Management
Churn Management
Click Tracking
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commission Management
Communication Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Contract/License Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Delivery Tracking
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Monitoring
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
For Financial Institutions
For Mac Devices
For Sales Teams/Organizations
For Startups
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
On-Demand Recording
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Predictive Analytics
Predictive Dialer
Prioritization
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Proposal Management
Prospecting Tools
Queue Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Recording
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Messaging
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Signature Management
Statistical Analysis
Survey/Poll Management
Tagging
Target Account Identification
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
Visual Analytics
Voice Mail
Web-based Deployment
Website Visitor Tracking
Workflow Management
Visit WebsiteCompare App
API
Access Controls/Permissions
Activity Dashboard
Activity Management
Activity Tracking
Alerts/Notifications
Analytics/ROI Tracking
Appointment Management
Appointment Scheduling
Audience Targeting
Auto-Dialer
Automated Scheduling
Batch Processing
Business Card/Badge Scanning
Buyer Management
CRM
Calendar Management
Calendar Sync
Calendar/Reminder System
Call Center Management
Call List Management
Call Management
Call Monitoring
Call Queues
Call Recording
Call Reporting
Call Tracking
Call Transfer
Campaign Analytics
Campaign Management
Campaign Personalization
Campaign Segmentation
Cataloging/Categorization
Channel Management
Churn Management
Click Tracking
Client Management
Client Tracking
Client/Property Matching
Collaboration Tools
Commission Management
Communication Management
Computer Telephony Integration
Configurable Workflow
Contact Database
Contact Management
Content Delivery
Contract/License Management
Customer Database
Customer Segmentation
Customer Service Analytics
Customer Support
Customizable Branding
Customizable Fields
Customizable Reports
Customizable Templates
Dashboard
Dashboard Creation
Data Import/Export
Data Synchronization
Data Visualization
Delivery Tracking
Document Management
Document Storage
Drag & Drop
Drip Campaigns
Email Management
Email Marketing
Email Monitoring
Email Response Control
Email Templates
Email Tracking
Engagement Tracking
Expense Tracking
Feedback Management
Field Sales Management
For Financial Institutions
For Mac Devices
For Sales Teams/Organizations
For Startups
Forecasting
Goal Management
Graphical Data Presentation
Inbox Management
Interaction Tracking
Internal Chat Integration
Landing Pages/Web Forms
Lead Capture
Lead Distribution
Lead Engagement
Lead Management
Lead Notifications
Lead Nurturing
Lead Qualification
Lead Segmentation
Live Chat
Marketing Automation
Meeting Management
Mobile Access
Modeling & Simulation
Monitoring
Multi-Channel Communication
Multi-Channel Data Collection
Multi-Currency
Multi-Language
Negative Feedback Management
On-Demand Recording
Opportunity Management
Performance Management
Performance Metrics
Personalization
Pipeline Management
Pipeline Reports
Predictive Analytics
Predictive Dialer
Prioritization
Process/Workflow Automation
Product Catalog
Progress Tracking
Project Management
Proposal Management
Prospecting Tools
Queue Management
Quotes/Estimates
Real Time Analytics
Real Time Data
Real Time Monitoring
Real Time Notifications
Real Time Reporting
Recording
Referral Tracking
Relationship Tracking
Reminders
Reporting & Statistics
Reporting/Analytics
Role-Based Permissions
Routing
SMS Messaging
Sales Activity Management
Sales Automation
Sales Forecasting
Sales Pipeline Management
Sales Reports
Scheduling
Search/Filter
Segmentation
Self Service Portal
Shared Contacts
Signature Management
Statistical Analysis
Survey/Poll Management
Tagging
Target Account Identification
Task Management
Task Scheduling
Team Assignments
Template Management
Territory Management
Text Analysis
Third Party Integrations
Visual Analytics
Voice Mail
Web-based Deployment
Website Visitor Tracking
Workflow Management
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Close Feature Reviews

25 reviewers had the following to say about Close's features:

Tony S.

Verified Reviewer

Simple & powerful

2015-03-20

We tried countless SaaS CRM tools, and most are stuck in the old ways of doing lots of data entry or remembering to BCC on every email you send.

Pros

- Integrated email - Integrated calling - Simple, powerful list building - Easy API for integrations - Zapier integration

Cons

- Needs a mobile app - Should be able to make/receive calls on the mobile app - Wish more 3rd party tools integrated directly with Close.io

Source: GetApp
Helpful?   Yes   No
Read more
Nir A.

Verified Reviewer

Great Software!

2015-11-28

The reminders and events that I set to help me contact clients at appropriate times that really helps me grow my business.

Pros

Was able to import all my customers with a few clicks.

Cons

That being said, I don't think that is a common feature in CRM's so I'm not 100% sure if I can call it a negative.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Dominic B.

Verified Reviewer

Close.io Rocks !

2016-04-29

I've used others CRM and I'm really happy to have switched to close.io.

Pros

Created by a team that produce amazing content Simple and efficient design Nice feature to create smart views Good integration with emails VOIP phone call in one click !

Cons

Contact integration with exchange would be nice.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Nick P.

Verified Reviewer

A modern sales platform optimized for outreach

2015-03-09

I consider it as a platform because of it's flexible and rich API that allows you to customize any component.

Pros

- Flexible and powerful API w/ great documentation

Cons

(But not less expensive than Salesforce and like platforms) - No native mobile apps yet.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Likelihood to recommend

10/10
Source: GetApp
Helpful?   Yes   No
Read more
Jacqueline D.

Verified Reviewer

Communication made efficient

2016-03-22

After testing other CRMs, I was blown away by Close.io's clean, easy-to-use interface, communication tracking, and detailed reporting features.

Pros

• Email tracking • Clean, easy-to-use interface • Detailed reporting with download to Excel or PNG option

Cons

Things that I am hoping for in the future: automatic de-duping of contacts based on email and the ability to stop a bulk email mid-send (I'm sure there's a way, but I would appreciate an "Easy" button!).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Antoine C.

Verified Reviewer

Best sales-focused CRM for medium/small businesses

2016-01-18

Close.IO deeply understands the pains of a sales team and helps you achieve more by making your whole team and management more productive.

Pros

- Great product-market fit, it does solve a problem and increase productivity - You can have access to all emails exchanged with a lead without even being in copy - never again you're going to lose the historic data/communication with your leads - Fast and very customizable reports allows management to quickly get to the numbers and insights that matters the most - Smart views is very helpful - what a smart feature

Cons

Could do a little bit better on managing tasks/to-dos of the sales team

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Sven H.

Verified Reviewer

Close.io Review

2016-03-30

Most important to us was that we have a flexible CRM with a lot of Search Combinations where we can enter the different stages of our clients.

Pros

- Good Customer Support - API - Fast Interface - Lots of Sarch Option and Automatic Data Entry - VOIP Phone integration

Cons

- No Mobile App yet - Automatic Removal of Duplicates on Entry could be easier.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
William W.

Verified Reviewer

Close.io Rocks

2015-04-28

Close.io has been a major improvement over our last CRM tool (Salesforce).

Pros

Simplicity Interface Designed to mimic work flow Search flexibility and functionality Reporting Less training/happy reps

Cons

Examples include better managing duplication, parent/grandparent relationships (visual and drop-down) and an area for notes within individual contacts.

Source: GetApp
Helpful?   Yes   No
Read more
Tayler U.

Close helps you close.

2019-07-16

It has helped us stay organized, keep customer data up to date and stay on top of opportunities.

Pros

-Calling system is great -Fast customer Service.

Cons

No way to easily setup parent and child companies - Limited field for opportunities -Smartviews are difficult to use

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Anonymous
A verified reviewer

Great simple CRM that we actually use

2018-05-10

Pros

The result is a CRM system that is up to date and gets used.

Cons

I'd like prettier reporting. The reporting screen basically counts and filters to give a table of results.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Source: Capterra
Helpful?   Yes   No
Read more
Mandy C.

Verified Reviewer

"They're just so...good!"

2015-09-08

We have been shopping for a CRM for far too long.

Pros

Excellent support Concise Call Logging Smooth UI/UX Flexible pricing Integrations

Cons

So far, the only hiccup has been importing/exporting from our existing CRM (using Import2).

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 51-200 employees)

Most your organization will ask, "why aren't we using Salesforce?"

2018-11-18

Skip it.

Pros

Great if you have the patience and developments resources to help you customize everything. API is good, but for most non-enterprise organizations, who has time to be messing with APIs?

Cons

Be prepared to ask developers to leverage the API and sync into some other tool. - No matter what they may sell you, it's a CRM best used with small sales teams.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 2+ years

Frequency of use: Daily

Likelihood to recommend

3/10
Source: Capterra
Helpful?   Yes   No
Read more
Tom

You would be insane not to give it a free trial

2014-03-24

Since all calls and emails go through the system, the reporting is real-time and automatic for salespeople.

Pros

Automated tracking, in-app calling, in-app email, bulk email, filtering, reporting, real-time dashboard.

Cons

Higher cost per seat than some others (but obviously well worth it for me, and most others).

Source: GetApp
Helpful?   Yes   No
Read more
Mike L.

Verified Reviewer

Best modern CRM for startups

2015-06-23

We've tried several different CRMs for our startup and ultimately chose close.io.

Pros

- Simplicity of the conceptual model (relationship between leads, opportunities, contacts) - Powerful, very flexible search - Great API along with good documentation - High quality & performance (other CRMs we've tried are buggy and slow) - Has built in calling capabilities

Cons

- No mobile app, so updating leads when on the go is not easy

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Tom D.

Verified Reviewer

Precisely what we were looking for

2015-11-03

Simple and easy to use, with some sensational features (in-build bulk email, recoding contacts, searching, automatic logging)

Pros

The automation of recoding activity is the best thing about this product - it is all about reducing time and reducing clicks.

Cons

There are a few feature still missing - like adding a task not attached to a contact and also the recoding of customer support conversations (e.g. through a Live Chat App)

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
Director of Business Development ( company, 51-200 employees)
Verified Reviewer

Will you marry me?

2015-04-02

With our HQ in Europe, and a sales team poised to expand rapidly worldwide, we needed the ability to "speak" to each other by having access to all leads in the system and their history.

Pros

Nice upgrade with the html in the email function!

Cons

Fix the Tasks function to be more user friendly. allow us the hide the custom fields so we don't need to scroll through them all when assigning data.

Source: GetApp
Helpful?   Yes   No
Read more
Alexander R.

Verified Reviewer

Simple, intuitive, effective

2016-03-02

Having used complex CRM systems that don't integrate with phone/email/web, Close is refreshing in it's speed, integration and intuitive user interface.

Pros

Price, customer support, intuitive user interface and simplicity of use, most effective CRM system I have seen that doesn't drain sales-personnel time.

Cons

Voice of customers could be a future feature; price is still expensive for pre-revenue and lean startups.

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
David H.

Close - Great CRM for small to medium sized busniesses

2019-12-09

Looking back on our decision, I tend to look fondly on Close's simple and straightforward CRM capabilities.

Pros

- Perfect for high volume telesales - Reporting and lead management was great - Filtering lists made it easy -Phone and text worked great

Cons

Less ability for customization and integrations. - We had a few problems with customer support/account manager getting back to us a few times.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
David U.

Verified Reviewer

Happy Customer

2015-06-05

The product is useful to manage and contact leads in high volume.

Pros

In app phone and email system to easily contact and manage customers from one spot.

Cons

No Dedup when uploading contacts Not optimized for mobile or tablet

Source: GetApp
Helpful?   Yes   No
Read more
Jordan L.

Verified Reviewer

Rigid structure means only certain sales processes fit (adaptations to all processes are necessary to use effectively)

2016-09-28

Overall, Close.io is a B2B CRM where each client has only a few main contacts and they all go through a specific, well-defined process, regardless of whether or not the deal is closed.

Pros

- Easy to get started - Easy to import leads - Easy to keep track of how everyone at your organization is interacting with the client - Pretty simple, but effective reporting

Cons

- Expensive - Low quality call audio - Low customization - Rigid sales structure set-up

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

7/10

Recommendations to others considering Close

This has to make sense for your sales process and the way you wish to manage your sales team. After you begin setting up, you'll be able to tell pretty quickly if this is (a) a short term solution, (b) an interim solution, or (c) not an appropriate solution for your process.

Source: GetApp
Helpful?   Yes   No
Read more
Simon R.

Verified Reviewer

A great tool for Start-ups

2016-01-19

We switched from one CRM to Close.io, well there is no doubt that close.io is far superior.

Pros

Very well organised Intuitive Easy to onboard and include team members

Cons

A mobile email tracker app, would be great

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Less than 6 months

Source: GetApp
Helpful?   Yes   No
Read more
Stefanie H.

Verified Reviewer

Close.io makes it so much easier to manage leads!

2015-10-15

Customer service has also been really great; within just a few days of starting the free trial I was directly contacted by one of their team members who was happy to answer any questions.

Pros

- Automatic email integration - Advanced lead search - Ability to set 'status' on leads - Awesome and personal customer service - Startup discount - Bulk email templates

Cons

- Wish you could select, specific individual leads for bulk email and bulk editing (instead of generating lists from a common status or other label)

Rating breakdown

Value for money
Ease of use
Customer support

Time used: Free Trial

Source: GetApp
Helpful?   Yes   No
Read more
Anonymous
(Computer Software company, 11-50 employees)

Great CRM that understands its user

2018-10-31

I would advise this product to anyone, the pricing is correct, the product is great and does not try to lock you in but retains you through customer satisfaction.

Pros

It is also fantastic that the product comes with an API that can help to automate your tasks and connect the CRM to other products.

Cons

The user interface of the emails could be smarter and give a better oversight!

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: 6-12 months

Frequency of use: Daily

Likelihood to recommend

10/10
Source: Capterra
Helpful?   Yes   No
Read more
Gabriel G.

Close requires little to no training, is built for speed and simplicity

2021-02-14

Taks management and team management way easier.

Pros

Close requires little to no training, is built for speed and simplicity. Integrate with everything.

Cons

2X my productivity and so my bottomline. That's all that matter.

Rating breakdown

Value for money
Ease of use
Features
Customer support

Time used: Less than 6 months

Frequency of use: Daily

Likelihood to recommend

9/10
Source: Capterra
Helpful?   Yes   No
Read more
Michael Brody K.

Verified Reviewer

Lightweight but powerful

2015-04-15

The customized fields and search features create a robust filter that is essential for quick organization.

Pros

Amazing customer support!

Cons

Mobile App is not released yet...

Source: GetApp
Helpful?   Yes   No
Read more